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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1501
Brookmont Capital Management
Texas
$3.85M +$15.8K +115 +0.4%
GLA
1502
Good Life Advisors
Pennsylvania
$3.84M +$152K +1,109 +4%
LFA
1503
Lauterbach Financial Advisors
Texas
$3.82M -$74.3K -542 -2%
WP
1504
WealthShield Partners
North Carolina
$3.82M -$168K -1,228 -4%
LRWA
1505
Long Run Wealth Advisors
New York
$3.79M -$138K -1,010 -3%
VWMG
1506
Virginia Wealth Management Group
Virginia
$3.79M +$52.5K +383 +1%
WBC
1507
West Branch Capital
Massachusetts
$3.78M -$70K -511 -2%
SMI
1508
Shelter Mutual Insurance
Missouri
$3.78M – – –
CAG
1509
Csenge Advisory Group
Florida
$3.78M +$133K +972 +3%
AIA
1510
Affinity Investment Advisors
California
$3.77M +$925K +6,752 +30%
9WM
1511
9258 Wealth Management
Ohio
$3.77M -$22.6K -165 -0.6%
MSAM
1512
Moloney Securities Asset Management
Missouri
$3.77M +$454K +3,316 +13%
ZCI
1513
Zevenbergen Capital Investments
Washington
$3.76M +$3.42K +25 +0.1%
CRCM
1514
Crystal Rock Capital Management
Illinois
$3.76M -$959K -7,000 -20%
AFG
1515
Atomi Financial Group
New York
$3.76M +$3.95M +28,836 New
AIS
1516
American Investment Services
Massachusetts
$3.76M – – –
SWS
1517
SYSTM Wealth Solutions
Illinois
$3.75M -$347K -2,530 -8%
BOPW
1518
Brandywine Oak Private Wealth
Pennsylvania
$3.75M -$54.5K -398 -1%
P
1519
Pitcairn
Pennsylvania
$3.75M +$242K +1,765 +7%
NP
1520
NorthRock Partners
Minnesota
$3.74M -$112K -820 -3%
GA
1521
GFS Advisors
Texas
$3.74M -$1.76M -12,811 -31%
RSWM
1522
Robertson Stephens Wealth Management
California
$3.73M +$79.6K +581 +2%
PSB
1523
Piscataqua Savings Bank
New Hampshire
$3.73M +$8.63K +63 +0.2%
SG
1524
StoneX Group
New York
$3.73M +$642K +4,686 +20%
ARC
1525
Advisor Resource Council
Texas
$3.73M +$3.28M +23,905 +470%
59 60
61
62 63